See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,940 | $176,812-76.8% | $146,665-72.1% | $167,490-75.6% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 15.49% | 24.03%-8.5pp | 22.74%-7.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,509 | $5,160-51.4% | $4,136-39.3% | $4,837-48.1% |
| Participant deferral / active EE | $7,459 | $6,440+15.8% | $5,506+35.5% | $6,341+17.6% |
| Admin fee / account holder | $39,880 | $13,259+200.8% | $10,280+288.0% | $12,309+224.0% |